Utilities: Traditional Stability Meets Powering a New Age
When most people think about the US stock market, fast-moving tech giants or high-growth biotech companies flood to mind. But one of the steadiest corners of the market, Utilities, is once again drawing investor interest, due to old reasons as well as new ones. As economic conditions shift and structural tailwinds build, utilities could offer both stability and opportunity in these turbulent markets.
How We Invest: A Three-Legged Approach to Smarter Portfolio Management
In this month’s Market Spotlight, we explore why grocery stocks, often overlooked as dull during booming markets, can emerge as a source of resilience and outperformance when equity markets turn volatile.
Understanding Alternative Investments
In this month’s Market Spotlight, we explore why grocery stocks, often overlooked as dull during booming markets, can emerge as a source of resilience and outperformance when equity markets turn volatile.
Why “Boring” Grocery Store Stocks Can Shine During Market Turmoil
In this month’s Market Spotlight, we explore why grocery stocks, often overlooked as dull during booming markets, can emerge as a source of resilience and outperformance when equity markets turn volatile.
Texas-based Element Retirement and Investment Consultants becomes newest ‘Powered by Waterloo’ Advisory Team
Austin, TX— January 24, 2025— Waterloo Capital (Waterloo), an Austin-based registered investment advisor and fiduciary with $1.8 billion in assets under management (AUM), and Element Retirement and Investment Consultants (Element), a College Station, TX-based registered investment advisor consultancy, jointly announce that Element is now a ‘Powered by Waterloo’ firm. “We reached a stage in Element’s […]